Great Lakes Bay Financial (GLBF) provides investment management and financial planning services. Investment management involves creating a plan based on your goals and risk tolerance, then managing your investments. Financial planning includes a full financial plan or consultation services on specific topics. GLBF does not participate in wrap fee programs. GLBF's owners also work as independent insurance agents and lawyers, which could create a conflict of interest.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).